Profit Sharing · DOL Form 5500 · 2023

The Joyce Foundation Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
32
Participants Small participant base
53rd
Percentile by assets National rank
$238,966
Avg per participant Above avg balance/head
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Official DOL plan name: The Joyce Foundation Employees Pension Plan · Sponsored by The Joyce Foundation · Illinois · Other Services

$8M in assets, 32 participants

The Joyce Foundation's The Joyce Foundation Employees Pension Plan reported $8M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,680 in Other Services (7,857 peers)

The Joyce Foundation multi-year trail

The Joyce Foundation's plans moved +39.0% in assets from 2022 to 2024; this filing shows The Joyce Foundation Employees Pension Plan at $8M / 32 participants.

#5,680
in Other Services (7,857 peers)
+19.8%
assets growth YoY

The Joyce Foundation Employees Pension Plan's mid-pack asset rank among Other Services and all filers

The Joyce Foundation Employees Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,646,898 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Joyce Foundation Employees Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Joyce Foundation Employees Pension Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Joyce Foundation Employees Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Joyce Foundation Employees Pension Plan reported participants rose from 23 in the plan year 2022 filing to 32 in the plan year 2023 filing.
  • The Joyce Foundation Employees Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 366079185 · The Joyce Foundation PY 2023 · Profit Sharing

The Joyce Foundation Employees Pension Plan · $8M · 32 · 53rd

  • SCH $8M
  • EBSA 32
  • PART 53rd
  • TYPE Profit Sharing
  • NET near Novasel & Schwarte Investments, Inc. Profit Sharing Plan
  • BOOK ind #5680

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Illinois →

The Joyce Foundation Employees Pension Plan in the asset neighbourhood

The Joyce Foundation Employees Pension PlanThe Joyce Foundation Employe…$8MVna Health System 403(b) Plan$8MNovasel & Schwarte Investments, Inc. Profit Sharing PlanNovasel & Schwarte Investmen…$8MKeith P. Tyler Profit Sharing PlanKeith P. Tyler Profit Sharin…$8MMoog Louisville Warehouse, Inc. Profit Sharing PlanMoog Louisville Warehouse, I…$8M
End-of-year total assets ($M) among The Joyce Foundation Employees Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Joyce Foundation multi-year asset trail

Sponsor-wide plan assets over time

All The Joyce Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 39.035556680916834% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.38M $8.87M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 23 $6M
2023 1 32 $8M
2024 1 34 $9M

The Joyce Foundation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN366079185
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Joyce Foundation Employees Pension Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants The Joyce Foundation Employees Pension Plan, Total assets ($B): 0.007646898 · Participants: 32The Joyce Foundation Employees Pension PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
The Joyce Foundation Employees Pension Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare The Joyce Foundation Employees Pension Plan side-by-side with 3 peers →

The Joyce Foundation Employees Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Novasel & Schwarte Investments, Inc. Profit Sharing Plan in CA ($8M); by covered participants it is Quality Reinforcing, Inc. Profit Sharing Plan in CA (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Joyce Foundation Employees Pension Plan assets move in 2023? ▼
The Joyce Foundation Employees Pension Plan grew sharply - up 19.8% during 2023, from $6M to $8M. Reported net income was $1M.
How have The Joyce Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Joyce Foundation's sponsor-wide assets grew 39.0%, from $6M to $9M.
Which Profit Sharing plans are similar in size to The Joyce Foundation Employees Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Novasel & Schwarte Investments, Inc. Profit Sharing Plan in CA ($8M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to The Joyce Foundation Employees Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Quality Reinforcing, Inc. Profit Sharing Plan in CA (32 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 366079185.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.